All workflows

Workflow · Moderate effort

Draft a document

Turn authorised notes or material into a first draft.

MainstreamHuman-Review
Open Claude (opens in a new tab)

Opens the tool in a new tab. Sign-in or a plan may be required there. Follow the steps below and return to check your result.

Step by step

Here’s how to do it

Work through these steps in order. Your notes stay on this page until you copy them; nothing runs automatically.

What you’ll need
  • Reviewed source notes and the intended audience.
  • The required format and any word limit.
  1. Write your brief

    1. Write the audience, purpose, tone, length and facts the document must include.
    2. Gather the notes or assets you can use. Remove private information you cannot share and confirm permission for any source material.

    Prepare your prompt for Claude

    Add your details, then copy the prepared prompt into the tool. This helper combines your text with the task instructions.

    View prepared prompt
    Draft the requested document from this brief and source material. Use the specified audience, tone and length. Use brackets for missing details; do not invent facts or commitments.
    Start with
    The objective and proposed source material.
    You’ll have
    An approved brief and authorised inputs.
  2. Write a first draft in Claude

    1. Open a Claude conversation. Paste the prompt below and your permitted notes, then send it.
    2. For source files, use the + control and Add files or photos, or drag the files into the conversation. Ask for an outline first if the document is long.
    3. Read the draft. Ask for one specific change at a time, such as shortening the introduction or making the next action clearer.
    Start with
    The approved brief and authorised inputs.
    You’ll have
    A draft document for human review.

    Claude’s file guide (opens in a new tab) · Checked

  3. Check the finished result

    1. Compare the draft with your notes. Check names, dates, figures, links and any promises.
    2. Read it as the intended audience would. Edit unclear sentences and save the version you have checked.
    Start with
    A draft document for human review.
    You’ll have
    An accepted output or a clear list of corrections.

0 of 3 step checks complete. A person has checked the output against the brief and accepted the result.

Before you share or switch it on
  • Check every material claim against the notes.
  • Review tone, accessibility and rights.
  • Approve before sharing or publishing.

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